Institutional Ownership Uscf ETF Tr Uscf Midstream Ene (UMI)
This table provides information about the institutional ownership of Uscf ETF Tr Uscf Midstream Ene (UMI). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 5.77 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,225,761
shares
|
$262 Million
0.35% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
119,783
shares
|
$6.01 Million
0.03% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
68,166
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
55,944
shares
|
$2.81 Million
0.01% of portfolio
|
Q1 2025
Added 166.9%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
42,006
shares
|
$2.11 Million
0.34% of portfolio
|
Q2 2025
Added 211.76%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
33,850
shares
|
$1.7 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
33,850
shares
|
$1.7 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
26,838
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
23,582
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 32.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
22,854
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 52.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
18,565
shares
|
$930,849
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
17,717
shares
|
$888,330
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
14,144
shares
|
$709,180
0.0% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,419
shares
|
$572,548
0.0% of portfolio
|
Q2 2025
Added 52.23%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,139
shares
|
$458,229
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
8,909
shares
|
$446,697
0.11% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,200
shares
|
$310,868
0.01% of portfolio
|
Q2 2025
Reduced 20.43%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
5,406
shares
|
$271,056
0.13% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
5,143
shares
|
$257,870
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
4,828
shares
|
$242,075
0.0% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
4,600
shares
|
$230,644
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
3,440
shares
|
$172,481
0.0% of portfolio
|
Q2 2023
Reduced 56.85%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,884
shares
|
$144,603
0.0% of portfolio
|
Q3 2022
Added 3.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,735
shares
|
$137,132
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,061
shares
|
$53,198
0.0% of portfolio
|
Q2 2025
New holding
|